See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,012 | $72,277-33.6% | $101,248-52.6% | $79,858-39.9% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | 16.54% | 22.30%-5.8pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $13,844 | $2,692+414.4% | $3,660+278.3% | $2,471+460.3% |
| Participant deferral / active EE | $1,422 | $3,282-56.7% | $4,370-67.5% | $3,740-62.0% |
| Admin fee / account holder | $2,771 | $4,400-37.0% | $5,945-53.4% | $5,306-47.8% |